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Disclosery

Beacon Financial Advisory LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on CGDV, newest first. How the timeline and the estimate are built.

Beacon Financial Advisory LLC held 447,338 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 447,338 shares
    Change vs previous 13F +19,364 shares

    4.34% of the 13F portfolio, value $22,044,835.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 427,974 shares
    Change vs previous 13F +10,483 shares

    4.11% of the 13F portfolio, value $18,205,995.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 417,491 shares
    Change vs previous 13F +15,759 shares

    4.22% of the 13F portfolio, value $18,219,288.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 401,732 shares
    Change vs previous 13F +9,118 shares

    3.91% of the 13F portfolio, value $16,884,813.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 392,614 shares
    Change vs previous 13F +22,609 shares

    4.01% of the 13F portfolio, value $15,504,336.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 370,005 shares
    Change vs previous 13F +43,233 shares

    4% of the 13F portfolio, value $13,186,969.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 326,772 shares
    Change vs previous 13F +126,080 shares

    3.75% of the 13F portfolio, value $11,521,980.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,692 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $7,313,207.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).